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How to create a submittal log template in Excel for tracking all submittals?

November 19, 2025

Creating a submittal log template in Excel is one of the easiest ways to track all construction submittals throughout a project. To get started, open a new Excel sheet and set up key column headers that help organize every document in the workflow. Your log should include fields like Submittal Number, Item Name, Specification Section, Category, Date Submitted, Review Status, Date Returned, and Responsible Party. These headings ensure clear documentation and smooth coordination.

Use Excel tools such as:

  • Data Validation to add drop-down lists for Status (Approved, Pending, Revise & Resubmit).
  • Filters to easily sort and find specific submittals.
  • Conditional Formatting to highlight pending, approved, or overdue items.
  • Simple formulas to calculate review timelines or auto-flag overdue dates.
  • Freeze Panes to keep headings visible when scrolling.

Once you format and finalize the layout, save the file as a reusable Submittal Log Template. With these quick steps, Excel becomes a powerful project tool for managing all construction submittals in a clean, organized, and professional way.

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